Airbnb (ABNB): FY26 Q2 earnings call, Aug 6, 2026
On its Aug 6, 2026 earnings call (FY26 Q2), Airbnb said 8 of the 18 words Kalshi and Polymarket listed; Parrot’s count agreed with all 18 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
18 words · 8 settled yes · our count agreed on 18 of 18- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| AI / Artificial Intelligence 10+ times | Yes | 49 | 49 | ✓ | 81%transcripts from the transcript model | Hear it 3:30, AI / Artificial Intelligence 10+ times | – |
| Guest 20+ times | Yes | 27 | 27 | ✓ | 62%transcripts from the transcript model | Hear it 2:26, Guest 20+ times | – |
| Take Rate | Yes | 3 | 3 | ✓ | 73%n=3+tx from settlement history blended with transcripts | Hear it 16:26, Take Rate | – |
| World Cup | Yes | 2 | 2 | ✓ | 82%n=1+tx from settlement history blended with transcripts | Hear it 9:17, World Cup | – |
| International | Yes | 2 | 2 | ✓ | 69%n=3+tx from settlement history blended with transcripts | Hear it 40:33, International | – |
| Acquisition | Yes | 2 | 2 | ✓ | 61%n=3+tx from settlement history blended with transcripts | Hear it 25:33, Acquisition | – |
| Boutique | Yes | 1 | 1 | ✓ | 85%n=2+tx from settlement history blended with transcripts | Hear it 7:55, Boutique | – |
| Project Hawaii | Yes | 1 | 1 | ✓ | 51%transcripts from the transcript model | Hear it 51:08, Project Hawaii | – |
| Third Party | No | 0 | 0 | ✓ | 67%transcripts from the transcript model | – | |
| Vacation | No | 0 | 0 | ✓ | 65%transcripts from the transcript model | – | |
| Social Media | No | 0 | 0 | ✓ | 56%n=3+tx from settlement history blended with transcripts | – | |
| Domestic | No | 0 | 0 | ✓ | 49%n=3+tx from settlement history blended with transcripts | – | |
| Service Agent | No | 0 | 0 | ✓ | 49%n=3+tx from settlement history blended with transcripts | – | |
| Code / Coding | No | 0 | 0 | ✓ | 47%transcripts from the transcript model | – | |
| Delta | No | 0 | 0 | ✓ | 47%transcripts from the transcript model | – | |
| Home Sharing | No | 0 | 0 | ✓ | 45%n=3+tx from settlement history blended with transcripts | – | |
| Holiday | No | 0 | 0 | ✓ | 14%n=2+tx from settlement history blended with transcripts | – | |
| Fiscal 10+ times | No | 0 | 0 | ✓ | 3%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
27 matches for “Guest”; 5 quoted, at least 25 words apart.
…total nights booked, which is up from 59% last year. More new guests are trying Airbnb than we've seen in years. In fact, growth among…
…allowed us to make hundreds of improvements across Airbnb for hosts and guests. I want to highlight a few examples that are helping drive the…
…work across search, sign-up, checkout, and payments. By reducing friction across the guest journey, we are converting more traffic into bookings, and that's become one…
…and it's meaningfully improving conversion. We also introduced AI-generated listing highlights so guests can quickly understand the key details about a home. We also launched…
We simplified sign-up and login, making it easier for guests to get started on Airbnb. We streamlined checkout by making pricing and cancellation policies clearer.…
Where the listed words were said
…is a culmination of changes we've been making over the last several years. We've rebuilt Airbnb from the ground up to be an AI-native company.
…rental, airport pickup, and luggage storage. Recently, we introduced Resort Passes, giving guests day access to amenities at some of the world's best hotels. It's…
…observed across our business. For the full year, we expect our implied take rate to be relatively flat compared to 2025, accounting for the timing…
…these partners create benefit our business long after the event ends. The World Cup is one example of this strategy. As an official tournament partner,…
…conversion rate, getting more supply. The second horizon I would describe as international expansion of hotels. You can see $ billions incremental revenue. It's nearly…
The great thing is our bias is always to grow organically and to look secondarily at acquisitions.
…from last quarter. We also expanded our accommodations business, adding thousands of boutique and independent hotels across top destinations around the world. Featured hotels come…
…new thing would be harder and harder. Actually, it's just the opposite. Project Hawaii taught us that you get momentum, that the team finds bigger…
Agents: this page as TSV at /api/v1/appearances/airbnb:2026-08-06:earnings_call · words: /api/v1/brief?appearance=airbnb:2026-08-06:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP